This new invoice interface is currently in Closed Beta, and access is by invitation only.
At this stage, it is available exclusively on the desktop version of the platform.
We’ve redesigned our invoice system to deliver a more streamlined, accurate, and flexible payment experience—specifically tailored for boarding and daycare services.
This update improves every stage of the payment process, from creating estimates to final payments and reporting.
This guide includes a series of short tutorial videos to walk you through the new features, key changes, and current limitations, helping you get familiar with the enhanced workflow quickly and confidently.
Set Up Deposit Requirement Rules for New Invoices on Desktop
How to Take Payment and Limitations
⚠️ Current Limitations
Deposits and Prepayments
If a pet client has already paid a deposit, the Deposit Paid button will appear greyed out, and you will no longer be able to take another prepayment at check-in.
If you’ve set up an auto-deposit rule but want to send a price quote first, you’ll need to exit the auto-deposit pop-up and return to the appointment details page to share the quote.
Checkout Restrictions
Once an appointment is marked as Finished, you can no longer apply store credit, discounts, or memberships.
After proceeding with Checkout, there is no “Undo Checkout” option.
You cannot add tips, edit service prices, or make further changes.
Before checking out, double-check that the invoice date, time, staff, services, tips, and credits are all accurate.
If you discover a mistake after checkout, the only correction path is to Cancel → Refund → Recreate the appointment.
Process Bulk Payment on Desktop
Limitations
Tips must be added individually per appointment before processing the bulk payment — a single tip cannot be added across multiple invoices.
No tip screen appears when paying through the online bulk invoice link.
For bulk payments processed directly (not via online link), the system generates separate receipts for each appointment.
Example: Checking out 8 appointments sends 8 separate receipts to the client (via both email and message).
Message receipts still count toward two-way SMS usage.
Process Split Payments and Issue Refunds on Desktop
Limitations
For payment methods such as Card on File, Card Reader, or Online Invoice Link,
a tip screen will appear after you proceed to charge the payment.For custom recorded payment methods — including Cash, Venmo, Check, and similar —no tip screen will appear.
If you wish to include a tip, please add the tip directly to the invoice first,
then select the payment method and proceed with the charge.
Data Migration & Risk Control
1. Past vs. New Appointments
From an operational perspective, there is no difference for appointment created before migration compared to newly created appointment after migration to new invoice.
Future appointments will automatically follow the new invoicing logic for consistency and reporting accuracy.
You are unable to use bulk payment for the invoices linked to past appointments (created before migration).
If bulk payment is needed, simply create a new appointment to proceed.
For More instruction, please navigate to MoeGo New Invoice 4.0 - What's New